1. The IR Meeting: Lotte Wellfood’s Present and Future

Lotte Wellfood presented its current business status and future strategies at its IR meeting on August 7, 2025. The market anticipates solutions to the projected earnings slowdown and insights into new growth drivers.

2. Key Analysis: Opportunities Amidst Uncertainty?

Financial Analysis: Sales, operating profit, and net income are all expected to decline in 2025. Projected declines in ROE and EPS also weigh on investor sentiment. However, the business expansion resulting from the merger with Lotte Food is a positive factor.

Market Environment: The weak Korean Won is favorable for exports but could lead to higher import costs for raw materials. High interest rates and logistics costs are also burdens. Volatility in raw material prices is another factor to watch.

Growth Strategies: Lotte Wellfood is pursuing various strategies, including strengthening its Health & Wellness products, expanding into overseas markets, and developing 3D printing materials. The key question is whether these efforts will translate into tangible results.

3. Investor Action Plan: Adapting to IR Outcomes

The information presented at the IR meeting will significantly influence Lotte Wellfood’s future stock performance. Investors should carefully analyze the announcements and reassess their investment strategies. Pay close attention to management’s explanation of the 2025 earnings slowdown forecast and their mitigation plans, H&W market strategy and performance, and overseas expansion plans.